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BRIAN RALEIGH

@Raleigh Capital Management Inc.

Latest period2024 - Q4ReportedManaged Assets$259.471MTotal holdings1021
Assets growth rate0.05%Assets growth rate (2-Q avg)5.24%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Raleigh Capital Management Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1021 positions.

Assets under management

The assets under management (AUM) of Raleigh Capital Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 259.471M in assets, with a quarterly growth rate of 0.05% and a 2-quarter average growth rate of 5.24%. The portfolio is managed by BRIAN RALEIGH, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSBIshares Tr
Recent Activity
Decreased -7.55%
0.34%
$876,094
19,383 shares@ $45.2 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.02%
0.33%
$840,850
17,584 shares@ $47.82 avg price
MSMorgan Stanley
Recent Activity
Decreased -17.56%
0.33%
$835,539
6,646 shares@ $125.73 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.52%
0.33%
$833,340
4,922 shares@ $169.31 avg price
PPLPpl Corp
Recent Activity
Decreased -3.48%
0.32%
$826,974
25,477 shares@ $32.46 avg price
METMetlife Inc
Recent Activity
Decreased -3.99%
0.31%
$802,218
9,797 shares@ $81.89 avg price
IBKRInteractive Brokers Group In
Recent Activity
Decreased -7.47%
0.31%
$798,500
4,520 shares@ $176.66 avg price
VVisa Inc
Recent Activity
Decreased -0.67%
0.31%
$792,095
2,506 shares@ $316.08 avg price
PAYXPaychex Inc
Recent Activity
Decreased -0.97%
0.31%
$785,022
5,599 shares@ $140.21 avg price
DELLDell Technologies Inc
Recent Activity
Decreased -10.68%
0.29%
$749,510
6,504 shares@ $115.24 avg price